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Sponsor portfolio

ALLUMA, INC.

EIN 41-0851371-mental health care-Latest filing 2025
Plans
3
Retirement
1
$8.3M assets
Welfare
2
$2.2M premiums
Participants
363
603 BRUCE STREET - CROOKSTON, MN 56716218-281-3940allumacares.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
3 filings
#001401k-$8.3M - 213 part#505Fully Insured-$2.1M - 297 lives#504Fully Insured-$99K - 150 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$140K
  • Life$113K
  • Short-term disability$113K
  • Long-term disability$113K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MEDICA INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AFLAC1%
  • VISION SERVICE PLAN1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • KENNETH J. LONGTIN2%
  • MELISSA PERREAULT1%
  • CASEY HOWARD CARLSON0%
  • MJ INSURANCE0%
  • +3 more
Total $145K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLUMA, INC. RETIREMENT PLAN

401k

Assets$8.3M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ALLUMA, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$2.1M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALLUMA, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$99K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLUMA, INC. RETIREMENT PLAN401k$8.3M2132024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ALLUMA, INC. EMPLOYEE BENEFIT PLANFully InsuredMEDICA INSURANCE COMPANY$2.1M2972025
504ALLUMA, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$99K1502024
Retirement plans
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